Financial planning and budgeting

Leverage seamless data integration, intuitive usability, and high performance—earning Lucanet top rankings in BARC’s Planning Survey.

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Trusted by industry-leading brands

Awards

A top-ranking platform

Easy-to-use solution for integrated financial planning and budgeting

Dynamic, rules-based financial planning and forecasting at various levels, integrating seamlessly with over 300 source systems.

Benefits

Streamline financial planning with intelligent automation

Simplify budgeting and forecasting with automated workflows, real-time insights, and seamless integration—so you can focus on driving business growth.

Automated budget planning

Speed up planning cycles using intelligent wizards for detailed time series forecasts.

Seamless data integration

Eliminate complexity by connecting instantly to your existing source systems using 300+ pre-built integrations.

Integrated financial planning & forecasting

Automatically calculate planning effects on your P&L, balance sheet, and liquidity statements – while building multiple scenarios and running rolling forecasts.

Enhanced flexibility & security

Edit, update, and sync data bidirectionally while ensuring ISAE 3000-certified security.

Boost efficiency and effectiveness

Stay in control with advanced permissions settings–only the right people on your team can edit slides, pages, or cells.

Keep work accessible and transparent

Simplify decision-making for stakeholders. XBRL tagging makes ESG data machine-readable, boosting transparency, accessibility, and cross-company analysis.

Financial Planning and Budgeting

Simplify complex financial planning without sacrificing power

Easily create new business planning variations
Easily transition into balance sheet and liquidity planning
Gain complete transparency in financial planning
Plan loans with an integrated financial app
Compare and comment on business planning variations

Visualize and compare financial planning scenarios

Set up multiple planning dimensions, define any period, and track expense changes effortlessly with clear comparison views.

Automate financial statements in real time

Generate balance sheet and cash flow plans based on expenses, income, and capital expenditure with built-in accounting rules.

Drill down from group to cost center level

Track changes, add comments, and upload supporting documents across all planning stages for full auditability.

Simplify loan management with automated calculations

Enter loan details, automate accounting entries, and gain a transparent view of projected employee expenses.

Analyze forecasts with intuitive comparison tools

Use difference columns, sparklines, and traffic light indicators to evaluate planning scenarios and add contextual comments.

The CFO Solution Platform of choice for financial excellence

Empower your finance teams with next-generation, purpose-built solutions that unify data, people, and strategy, boosting efficiency and driving strategic decisions—all within a secure, scalable, and best-in-class cloud environment.

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